one last winner, lng, cheniere energy. the master limited partnership, he's the pioneer who is building our nation's biggest export terminal for liquefied natural gas down in louisiana. look out, these two stocks are hot, too hot for me right now, wait for a pullback from lng or maybe a stock offering from cheniere energy partners. my eighth theme, let me give you my preamble, technology represents more than 15% of standard and poors 500. it's almost impossible to avoids a place holder in the portfolio. it's got to be a theme. there are very few investment themes in tech. but individual companies might suffice. oracle, a terrific stock, competitive. i think the world of s.a.p., oracle's biggest competitor. it's having a good quarter. although an endless dog fight with oracle. then there's salesforce.com, an expensive but dominant cloud computing play. run by cloud pioneer marc benioff, i like apple, i'm not pounding the table, i just told you to invest in it. social media, on a pullback, liked it lower. amazon and google,